Filed October 16, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,614 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,320 | $58,879-67.2% | $178,490-89.2% | $73,488-73.7% |
| Participation rate | 75.6% | 66.2%+9.4pp | 81.9%-6.3pp | 70.7%+4.9pp |
| Annual return | 12.08% | 24.86%-12.8pp | 151.07%-139.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $834 | $2,236-62.7% | $5,011-83.3% | $2,270-63.2% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-99.9% | $13,984-100.0% | $513-100.0% |